Aevitas Wealth Management’s Blackrock BLK Stock Holding History

Aevitas Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-19	Closed	-$9K	–	396
2018 Q3	$9K	Hold	19	–	–	0.01%	352
2018 Q2	$9K	Sell	19 -11	-37%	-$5.81K	0.01%	335
2018 Q1	$17K	Hold	30	–	–	0.02%	271
2017 Q4	$16K	Buy	+30	New	+$14.6K	0.02%	275

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aevitas Wealth Management's BLK Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Blackrock (BLK) in Q4 2018, closing a stake of 19 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in BLK in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q1 2018. 1,244 funds tracked by Wall St. Rank hold BLK as of Q4 2018.

Aevitas Wealth Management reported no remaining Blackrock position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 19 Blackrock shares in Q4 2018, an estimated $9K.
Aevitas Wealth Management first reported a position in Blackrock in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Blackrock position peaked at $17K in Q1 2018.
1,244 funds tracked by Wall St. Rank held Blackrock as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.